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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
601	TSS Two Sigma Securities New York	$114K	-$66.1K	1	0%	Reduced
602	Simon Quick Advisors Morristown, New Jersey	$113K	+$9.33K	2	0.05%	Increased
603	Advisory Services Network Atlanta, Georgia	$111K	-$115K	4	0.01%	Reduced
604	SignatureFD Atlanta, Georgia	$111K	+$51K	3	0.01%	Increased
605	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$108K	$0	1	0.02%	Maintained
606	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$108K	+$1.63K	1	0.03%	Increased
607	United Capital Financial Advisors Irving, Texas	$107K	+$106K	1	0%	New
608	First Allied Advisory Services San Diego, California	$104K	-$213K	1	0%	Reduced
609	PCG Private Capital Group West Hartford, Connecticut	$103K	+$32.9K	7	0.02%	Increased
610	SSB Sandy Spring Bank Olney, Maryland	$100K	$0	2	0.01%	Maintained
611	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$99K	+$18.8K	2	0%	Increased
612	BWM Buckley Wealth Management Las Vegas, Nevada	$98K	$0	1	0.05%	Maintained
613	CCA Checchi Capital Advisers Beverly Hills, California	$97K	-$19.1K	1	0.01%	Reduced
614	Global Retirement Partners San Rafael, California	$96K	+$3.16K	4	0.03%	Increased
615	OGC Oak Grove Capital North Hampton, New Hampshire	$96K	+$86.1K	1	0.11%	New
616	Quadrant Capital Group Cincinnati, Ohio	$95K	+$16.6K	6	0.03%	Increased
617	Marshall Wace North America New York	$94K	-$8.65M	1	0%	Reduced
618	Moneta Group Investment Advisors St Louis, Missouri	$94K	+$72.8K	3	0.01%	Increased
619	Qube Research & Technologies (QRT) London, United Kingdom	$94K	+$92.8K	1	0.04%	New
620	AP Advisor Partners Walnut Creek, California	$93K	+$91.3K	1	0.02%	New
621	Avior Wealth Management Omaha, Nebraska	$91K	-$88.8K	3	0.02%	Reduced
622	SHJ Sharkey, Howes & Javer Denver, Colorado	$91K	$0	1	0.05%	Maintained
623	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$88K	-$6.93K	1	0.01%	Reduced
624	Caprock Group Boise, Idaho	$86K	+$1.8K	1	0.02%	Increased
625	FWM Frontier Wealth Management Kansas City, Missouri	$83K	-$210K	1	0.01%	Reduced